Compute demand

What experts have said about Compute demand

3 statements · 3 positive

1. Gwynne ShotwellPositiveSep 15, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   Gwynne Shotwell says demand for compute rental is not declining.

   “We see no drop in demand at all.”

   Listen at 12:51

   Open the episode · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
2. Gwynne ShotwellPositiveSep 15, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   Gwynne Shotwell says demand for compute is currently insatiable.

   “The demand is insatiable right now.”

   Listen at 19:48

   Open the episode · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
3. Dave BlundinPositiveAug 11, 2026· Moonshots with Peter Diamandis

   Demand for compute will be ubiquitous within ten years.

   “in 10 years, everybody will want compute.”

   Listen at 2:21:46

   Open the episode · Sergey Brin Retakes Gemini, 4 Labs Lose Containment, Compute Trades at NYSE w/ Kush Bavaria | EP #278

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.